CITRUS COUNTY HISTORICAL SOCIETY I… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

ROBERT CROFT

Phone

3523426427

Tax Period

2019-10-01 to 2020-09-30

CITRUS COUNTY HISTORICAL SOCIETY INC, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $439K in total revenue in fiscal year 2019. Expenses of $374K left a modest 15% surplus.

Mission

PRESERVE, RENOVATE HISTORICAL BUILDINGS AND ARTIFACTS AND EDUCATE THE PUBLIC ON THE HISTORICAL HERITAGE OF CITRUS COUNTY FLORIDA

Program Service Accomplishments

Program 1

Expenses: $331,109 Revenue: $95,324

PRESERVE, RENOVATE HISTORICAL BUILDNGS AND ARTIFACTS AND EDUCATE THE PUBLIC ON THE HISTORICAL HERITAGE OF CITRUS COUNTY FLORIDA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $421,227

Program Service Revenue $0

Investment Income $20,135

Other Revenue $-2,619

TOTAL REVENUE $438,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $331,109

Other Expenses $374,400

TOTAL EXPENSES $374,400

Year-over-Year Comparison

	2019	2018	Change
Revenue	$438,743	$419,892	+0.0%
Expenses	$374,400	$403,274	-0.1%
Net Income	$64,343	$16,618	+2.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT CROFT	PRESIDENT	6.00	Officer Director	$0	$0	$0
FLO JONES	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
JULIE FUSCO	TREASURER	8.00	Officer Director	$0	$0	$0
TERRI HARTMAN	RECORDING SE	2.00	Officer Director	$0	$0	$0
CYNTHIA KING	CORRESPDNG S	1.00	Officer Director	$0	$0	$0
ELAINE KOEHLER	ACQUISITIONS	10.00	Officer Director	$0	$0	$0
SALLY BARROW	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HENNINGS	DIRECTOR	1.00	Director	$0	$0	$0
KANDICE BELLAMY MCPHERSON	DIRECTOR	1.00	Director	$0	$0	$0
WAUNEE ENDSLEY	DIRECTOR	1.00	Director	$0	$0	$0
KEITH BRENDAL	DIRECTOR	1.00	Director	$0	$0	$0
PAM PHELPS	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2020	$438,743	$374,400	$585,593	$64,343
2019	$419,892	$403,274	$523,683	$16,618
2018	$438,702	$355,239	$516,574	$83,463

CITRUS COUNTY HISTORICAL SOCIETY INC